Cambial Partners LP

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
3
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
343375
Registered since
September 25, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Cambial Partners LP is a limited partnership that registered with the SEC in 2026. The firm’s stated advisory activity centers on portfolio management for pooled investment vehicles, and it functions in sponsor/GP and managing‑member roles for those vehicles. Its fee model combines a percentage of assets under management with performance‑based fees, a structure commonly used by private fund managers. Cambial Partners LP is identified as a newly formed adviser; it is not flagged as an active ESG investor, a multi‑state adviser, a pension consultant, or a capital allocator. Ownership is listed as a mix of a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Brian Welch

    Founder and Chief Investment OfficerCRD 8304083

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1776 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth